fix: pre-launch hardening — HYPE price feed, KOL wallet cleanup, Telegram Trump alert, rate limiting, brittle test

Batch of the pre-launch audit campaign (BUG-01…14 plus three new features):

Pricing / TP-SL protection
- Add app/services/hl_price_feed.py: supplemental HL allMids poller for
  HL-native assets (HYPE, PURR) not listed on Binance. Pumps price_store +
  tp_sl_monitor.on_price_tick so bot trades on these assets keep full
  stop-loss / take-profit / trailing protection instead of max-hold only.
- Wire feed into main.py lifespan (startup task + graceful shutdown cancel).

Telegram
- Add format_trump_mention + PATH B in _dispatch: crypto-relevant Trump
  posts with no directional signal (relevant=True, signal=hold) now alert
  the public channel only (no per-subscriber noise).
- Rate limiter (slowapi) on the API; assorted bot/digest fixes.

KOL on-chain
- seed_kol_wallets.py: KOL_FEEDS coverage cross-check; reversibly deactivate
  orphaned wallets (handle not in KOL_FEEDS → can never produce divergence)
  so the scanner stops burning cycles on them.

Tests / misc
- Fix brittle test_macro_ahr999_uses_same_formula_as_scanner: mock now uses
  realistic ms timestamps so the in-progress-day drop fires, matching the
  fetcher's bar count (was 0.3179 vs 0.3178 off-by-one).
- Refresh stale notify_signal comment in truth_social.py.

Frontend reduce-action type fix lives in the sibling repo.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

app/services/price_backfill.py

@@ -1,6 +1,11 @@
 """
-历史帖子价格回溯
-对 DB 中没有价格数据的帖子，从 Binance 拉历史 K 线计算涨跌幅
+Historical price backfill for already-relevant posts.
+
+Important safety rule:
+  This job only fills missing price fields. It must NEVER rewrite the post's
+  semantic classification (`relevant`, `sentiment`, signal direction) from a
+  keyword heuristic, otherwise historical truth rows become a mixed dataset of
+  AI-scored rows + script-guessed rows.
 """
 
 import asyncio
@@ -53,17 +58,21 @@ def _pct_change(klines: list, from_ms: int, delta_minutes: int) -> Optional[floa
 
 
 async def backfill_price_impact(db_session_factory, asset: str = "BTC") -> None:
-    """
-    对 DB 中 relevant=True 但没有价格数据的帖子补充价格回溯。
-    对 relevant=False 的帖子，做简单判断（标题含 crypto/bitcoin/btc 关键词则标记为相关）。
+    """Fill price-impact fields for posts that are already relevant.
+
+    The semantic label must come from the original analyzer, not from this
+    backfill job. This task only enriches rows with price-at-post and
+    subsequent returns.
     """
     symbol = "BTCUSDT" if asset == "BTC" else "ETHUSDT"
 
     async with db_session_factory() as db:
-        # 拿所有没有价格数据的帖子
+        # Only touch rows whose semantic classification already exists.
         result = await db.execute(
             select(Post)
+            .where(Post.relevant == True)
             .where(Post.price_at_post == None)
+            .where(Post.price_impact_asset == asset)
             .order_by(Post.published_at.asc())
         )
         posts = result.scalars().all()
@@ -72,18 +81,6 @@ async def backfill_price_impact(db_session_factory, asset: str = "BTC") -> None:
     if not posts:
         return
 
-    # 关键词判断是否与加密相关（快速，不用 Claude API）
-    crypto_keywords = [
-        "bitcoin", "btc", "crypto", "cryptocurrency", "blockchain",
-        "ethereum", "eth", "digital currency", "defi", "coinbase",
-        "sec", "regulation", "tariff", "dollar", "inflation", "fed",
-        "economy", "market", "trade", "sanctions", "iran", "china",
-    ]
-
-    def is_relevant(text: str) -> bool:
-        t = text.lower()
-        return any(kw in t for kw in crypto_keywords)
-
     saved = 0
     errors = 0
 
@@ -95,18 +92,6 @@ async def backfill_price_impact(db_session_factory, asset: str = "BTC") -> None:
 
             start_ms = int(published_at.timestamp() * 1000)
 
-            # 判断相关性（用关键词，不消耗 Claude API）
-            relevant = is_relevant(post.text)
-            sentiment = "neutral"
-            if relevant:
-                t = post.text.lower()
-                bullish_kw = ["great", "win", "winning", "strong", "best", "love", "beautiful", "tremendous", "amazing", "pro-crypto", "bitcoin reserve"]
-                bearish_kw = ["bad", "terrible", "war", "crisis", "sanction", "ban", "regulate", "crack", "fraud", "scam"]
-                if any(k in t for k in bullish_kw):
-                    sentiment = "bullish"
-                elif any(k in t for k in bearish_kw):
-                    sentiment = "bearish"
-
             # 拉 Binance 历史价格
             klines = await _fetch_klines(symbol, start_ms, limit=FETCH_WINDOW_MINUTES)
 
@@ -120,13 +105,10 @@ async def backfill_price_impact(db_session_factory, asset: str = "BTC") -> None:
                 result = await db.execute(select(Post).where(Post.id == post.id))
                 p = result.scalar_one_or_none()
                 if p:
-                    p.relevant = relevant
-                    p.sentiment = sentiment
-                    p.price_impact_asset = asset if relevant else None
                     p.price_at_post = price_at_post
-                    p.price_impact_m5 = m5 if relevant else None
-                    p.price_impact_m15 = m15 if relevant else None
-                    p.price_impact_m1h = m1h if relevant else None
+                    p.price_impact_m5 = m5
+                    p.price_impact_m15 = m15
+                    p.price_impact_m1h = m1h
                     await db.commit()
                     saved += 1